Kingsview Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.1M | Buy |
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|
2025
Q1 | $40.9M | Buy |
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|
2024
Q4 | $44.8M | Buy |
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|
2024
Q3 | $35.9M | Buy |
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|
2024
Q2 | $29.7M | Buy |
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|
2024
Q1 | $28.1M | Buy |
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|
2023
Q4 | $22.3M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $12.1M | Sell |
|
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|
2022
Q4 | $9.2M | Buy |
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|
2022
Q3 | $3.65M | Sell |
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|
2022
Q2 | $8.68M | Sell |
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|
2022
Q1 | $11.6M | Buy |
|
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|
2021
Q4 | $4.91M | Buy |
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|
2021
Q3 | $4.97M | Buy |
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|
2021
Q2 | $4.21M | Buy |
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|
2021
Q1 | $2.87M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $1.76M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $854K | Buy |
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|
2019
Q2 | $799K | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $376K | Buy |
|